Senior Financial Services Trainer. Job in Leeds Education & Training Jobs

Senior Financial Services Trainer - Wealth Management

Location: Leeds / Home-based

Salary: up to £54,000 + 10% bonus + Excellent benefits, scope and career prospects!

Ref: ADW00607

This is a home-based role, with some travel to Leeds head office and limited travel to the Southwest.

This role will lead the development and delivery both soft skills and regulatory training within their Wealth Management division. You will deliver engaging training and coaching across adviser skills, compliance, and business development, mentoring individuals through their development journey and supporting the integration of new Financial Advisers into the business.

Specific duties will include:

• Conducting training needs analysis
• Designing and delivering training materials
• Facilitating workshops
• Creating and administering tests, assessments, and licensing processes
• Consulting with and managing key stakeholders while building strong business relationships
• Maintaining your competence in all matters related to this role
• Contributing to and supporting any projects or new initiatives as they arise

N.B. To succeed in this role, you must hold the IFA Level 4 Diploma and have practical experience in wealth training, ideally with a previous background in providing wealth financial advice.

In addition, you will be able to work under your own initiative, adapt effortlessly to different audiences, bring energy and enthusiasm to all training activities, respond quickly to the needs of the business, and consistently project a highly professional image alongside excellent training delivery skills.

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